קופת גמל להשקעה - חסכון לילד
הפניקס חיסכון לילד - חוסכים המעדיפים סיכון מוגבר
Returns, performance and investment exposure
Fund / track number 11311 · Data as of 08/2026
Cumulative return · 12 months21.45%Back to comparison
Last month2.00%
Year to date10.81%
3 years72.99%
5 years77.34%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.88% | 2.88% |
| 10/2024 | 0.37% | 3.26% |
| 11/2024 | 2.79% | 6.14% |
| 12/2024 | 1.24% | 7.46% |
| 01/2025 | 2.55% | 10.20% |
| 02/2025 | -0.56% | 9.58% |
| 03/2025 | -2.45% | 6.90% |
| 04/2025 | 1.04% | 8.01% |
| 05/2025 | 5.00% | 13.41% |
| 06/2025 | 5.26% | 19.37% |
| 07/2025 | 1.84% | 21.57% |
| 08/2025 | 0.94% | 22.71% |
| 09/2025 | 3.67% | 27.22% |
| 10/2025 | 2.30% | 30.14% |
| 11/2025 | 1.38% | 31.94% |
| 12/2025 | 1.94% | 34.50% |
| 01/2026 | 4.34% | 40.34% |
| 02/2026 | 1.23% | 42.06% |
| 03/2026 | -4.02% | 36.35% |
| 04/2026 | 7.55% | 46.64% |
| 05/2026 | 3.09% | 51.18% |
| 06/2026 | -2.86% | 46.85% |
| 07/2026 | -0.50% | 46.12% |
| 08/2026 | 2.00% | 49.04% |
Calendar-year returns
202421.25%
202525.16%
Investment exposure
- Equity exposure
- 94.76%
- Overseas exposure
- 55.88%
- Foreign currency exposure
- 22.03%
— means complete data is unavailable. Missing data is not treated as a zero return.
The chart compounds monthly returns. Three- and five-year returns are cumulative. 2024 and 2025 each cover a full calendar year.
Source: Capital Market, Insurance and Savings Authority reports held in the Gemelnet database.
Free initial review
Free initial review ←Returns are nominal and gross. Past performance does not guarantee future returns. This information does not replace personal advice. Gemelnet is a private website, not the government service.